Salesforce Document Intelligence
From 20 minutes to 40 seconds — AI that reads documents and fills Salesforce automatically
Client
Confidential
Industry
Enterprise SaaS · AI Automation
Duration
5 weeks
THE PROBLEM
A growing SaaS company's sales team was spending 4+ hours per rep per day manually reading uploaded documents — proposals, contracts, intake forms — and copying data into Salesforce fields. It was expensive, error-prone, and was slowing their entire revenue cycle.
THE SOLUTION
We built an AI document intelligence pipeline that automatically ingests uploaded documents, extracts the relevant fields using AI, and populates the correct Salesforce records — in under 40 seconds, with no human in the loop for standard documents.
RESULTS
The Outcomes
40s
Average processing time, down from 20 minutes
4+ hrs
Saved per sales rep per day
95%
Field extraction accuracy on standard documents
6×
Faster revenue cycle processing
OUR APPROACH
How We Did It
Mapped every document type and corresponding Salesforce field to create an extraction schema
Built an AI pipeline using document parsing and LLM-based field extraction
Integrated directly with Salesforce API for automatic record population
Built a confidence scoring system — low confidence extractions route to human review
TECH STACK
Like What You See?
Let's talk about what we can build for you.
NEXT PROJECT
HR Pipeline Automation
HR Operations · AI Automation
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